My first experience with Edward Jones was as a client. I knew from the start that my advisor had a sincere interest in creating an investment approach tailored specifically to me and my goals. This level of service drew me to a career with Edward Jones, and today I am so proud of our company culture and the relationships we build with our clients. The level of care and attention that we give to each client is unsurpassed in this industry.
I became a financial advisor to help individuals develop a financial strategy geared toward their long-term goals. I began my career with Edward Jones in 2012, meeting individuals in my community at their homes and businesses. In 2019, I earned the CFP ® professional designation as a way to further serve my clients. I believe it’s important to develop a solutions-based approach for my clients while providing exceptional service. Working in tandem with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
A bit about my personal background: I graduated from Clemson University and have lived in the Tampa Bay area for over 10 years with my husband, Jay, and our dog, Summer. We enjoy traveling, cooking and spending time with friends and family.
My senior branch office administrator, Colleen Rediger, began her career with Edward Jones in 2008 and is a limited partner with the firm. She takes great pride in providing clients with the highest level of service possible. We are so fortunate to be able to serve our community, and are eager to help more people make sense of investing.
Our goal is to understand what is most important to you, then build a personalized strategy designed to provide confidence in your financial future. You can reach us at (727) 817-1783. I look forward to working with you toward reaching your financial goals.
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- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- LGBT Finances
- Intergenerational Planning
- College Savings
My Personal Interests
- Wine Collecting/Enthusiast
- Personal Fitness
Office Address6141 Grand Blvd
New Port Richey, FL 34652
Phone NumberDesiree Kennedy at (727) 817-1783
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
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